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BMO’s ‘new retirement’ got old

Years ago, I helped design & program a pretty innovative online retirement savings calculator for Bank of Montreal/Nesbitt Burns. It was unique in that it was based on the idea (and research) that retirement will become more progressive: you won't...

By Julian Scarfe, 13 years ago October 29, 2012
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ETF investing forever: I don’t buy it.

There are a hundred good reasons why so much of the retail investor market has turned overwhelmingly to ETFs and index funds, eschewing managed mutual funds and old-fashioned stock-picking. Statistically, there is a lot of evidence that it's the '...

By Julian Scarfe, 13 years ago September 24, 2012
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The nine best story lines for marketing

By Guy Kawasaki.http://bit.ly/UjC5Wv

By Julian Scarfe, 13 years ago September 20, 2012
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Freaks, Familiars and Cheats

A long read, but interesting in the context of advisors and money managers - be unexpected, but still approachable, and don't cheat: http://bit.ly/S7Pvr1 (credit: Wajahat Mahmood)

By Julian Scarfe, 13 years ago September 19, 2012
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